Rhonda L Russell
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
27
Advisors
1
of 1 employees
About
The firm offers financial planning, retirement planning, tax-planning strategies, and investment consultation to individuals and to business clients, including pension and profit-sharing plans. Its work is delivered as advisory engagements and consultations rather than ongoing discretionary portfolio management for individual accounts.
The firm’s principal holds accounting and personal financial planning credentials and continues to provide tax accounting and planning services (a material portion of the practice), which informs the firm’s tax-aware recommendations and emphasis on tax efficiency and qualified dividend considerations. Investment advice focuses on asset allocation and a blend of active and passive strategies, with implementation handled by the client, a recommended third‑party manager, or via non‑discretionary instructions that require client approval.
Distinctive features include an active affiliation with accounting practices and overlapping client relationships with those firms, and a compensation model based on hourly advisory work rather than percentage‑of‑assets fees; the firm does not have reportable client assets under its direct management. The firm also discloses use of custodial and brokerage platforms (including a common institutional broker platform) and conducts due diligence when recommending third‑party managers to manage client accounts.
Client services
Expertise
Fee options
Up to $275 per hour, billed in six-minute increments; fees negotiable based on client need, analytical complexity, and other factors.
Fee-only: Up to $275 per hour, billed in six-minute increments; fees are negotiable based on client need and complexity.
Main office
Streetman TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Rhonda L Russell · Rhonda L Russell Pc · Rhonda L. Russell, P.C. · Rhonda Lynn Russell P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")